Author Archives: macromon

Cue The Economic Recovery

Posted on May 27, 2020 by macromon

Summary The Russell 2000’s relative performance is now sniffing out the economic recovery, which will be reflected in a record Q3 GDP print, a bounce from the record first-half economic collapse  It is not unreasonable that we will see a … Continue reading →

Posted in Equities, Equity, Uncategorized | Tagged , | 6 Comments

Steph Curry Is Priceless

Posted on May 26, 2020 by macromon

This is must view, folks….

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One Of Our Best Trades Ever – Mike Trout

Posted on May 26, 2020 by macromon

While we are reposting, we thought we’d take a victory lap circle of the bases.  The following was originally posted on April 23, 2019, which was a victory lap of a repost from 2012,  We’re buyers of Mike Trout’s rookie card. … Continue reading →

Posted in Sports, Uncategorized | Tagged , , | 1 Comment

Get up and fight, sucker!

Posted on May 25, 2020 by macromon

Blast from the past. We saw a lot of hits on our site today for this post from last year.  Very apropos as it time for America to get up and fight this virus and recession.   And like the Champ … Continue reading →

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Remembering The Sacrifice Of The Fallen On Memorial Day: A Harry Smith Essay

Posted on May 24, 2020 by macromon
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Going To Be A Slow August In Rhodes

Posted on May 22, 2020 by macromon

Even though, Europe accounts for 50% of the global tourism market in terms of arrivals and has been particularly hard hit by the restrictions. Normally crowded cities such as Venice, Rome, Paris and Barcelona have stood empty. The EU currently has recommendations … Continue reading →

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Mall Rats Jumping Ship

Posted on May 22, 2020 by macromon

Yikes!  See how Carol nailed this in her piece in yesterday’s post, Back To Class: REITs 101. We may have discovered a superstar. Mall landlords received just a quarter of expected April rent payments. https://t.co/7kWbEBxO9L pic.twitter.com/fB4s4zHYSJ — Lisa Abramowicz (@lisaabramowicz1) May … Continue reading →

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COTD: The REIT Beat

Posted on May 19, 2020 by macromon

COTD: Chart of the Day Interesting chart of the relative performance of the various  REIT sectors.  Our wild ass guess (WAG) is that commercial is still a sell. We think the COVID crisis will be remembered, among other things, as … Continue reading →

Posted in Real Estate, Uncategorized | Tagged | 4 Comments

GPS: The Battle Over Reopening – MUST VIEW

Posted on May 18, 2020 by macromon

Empathy – the psychological identification with or vicarious experiencing of the feelings, thoughts, or attitudes of another. – Dictionary.com Maybe once every few years we read, hear or see something that is so profound it shakes our intellectual foundation to … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , , | 5 Comments

QOTD: Walt Whitman

Posted on May 15, 2020 by macromon

QOTD: Quote of the Day Happiness, not in another place but this place… not for another hour but this hour – Walt Whitman, “A Song for Occupations,” Leaves of Grass

Posted in Quote of the Day, Uncategorized | Tagged , , | 2 Comments